Original filing (PDF)20250923073152NAL0007722819001

BAILEY & COMPANY PARENT, LLC

Name: BAILEY & COMPANY PARENT, LLC — BAILEY SOUTHWELL & CO. RETIREMENT PLAN, Form 5500 (2024)
Creator: BAILEY & COMPANY PARENT, LLC

Form 5500-SF

FILING_RECEIVED

BAILEY SOUTHWELL & CO. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAILEY & COMPANY PARENT, LLC.

Plan sponsor

Name

BAILEY & COMPANY PARENT, LLC

EIN

45-5437191

Address

5511 VIRGINIA WAY, SUITE 200 · BRENTWOOD, TN · 37027

Phone

(615) 800-6200

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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